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Build Role-Based Dashboards for Each Team Member in GoHighLevel
Create separate dashboards in GoHighLevel and control who sees what by user role, so reps and managers each get the right numbers.
Transcript
Title
Here is how to give each team role its own dashboard in GoHighLevel.
The Problem
Right now everyone sees the same screen, so reps get noise and managers miss key numbers. Build a separate dashboard for each role.
Create It
Open Dashboards in the sub-account, click New, pick a blank dashboard, and name it for the role, like Sales dashboard.
Set Access
Turn off Private dashboard, because leaving it on hides the access options. Then set View, Full edit, or No access for each user role.
Add Widgets
Add appointment counts, add revenue tracking, and add lead sources as widgets, then confirm users can open it from the dashboard dropdown.
CTA
Every role gets the numbers that fit their job, and nothing extra.
The full ghl nugget
Build Role-Based Dashboards So Each Team Member Sees Their Numbers: Create separate GoHighLevel dashboards per sub-account and set View, Full edit or No access by user role so each person sees the right metrics.
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